Firm
Robert A. Sandler
Clarksville, Maryland
Fee-only
Robert A. Sandler at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 35 individual clients, 20 of them high net worth.
- Its average account is about $499,000 (assets it manages divided by its 156 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Clarksville, Maryland |
|---|---|
| Website | bobsandler4.wixsite.com/website |
| Phone | (410) 294-9252 |
Robert A. Sandler fees
Robert A. Sandler doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 15 |
| High-net-worth clients | 20 |
| Accounts managed | 156 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 289375 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Samatva Wealth Management · Clarksburg
- Sandbox Financial Partners · Bethesda
- Sargent Investment Group · Bethesda
- Schaeffer Financial · Rockville
- Scheibel Planning Solutions · Crownsville
- Sentinel Financial Planning, LLC · Edgewater
- Serene Financial Solutions · Gaithersburg
- Sherman Wealth · Gaithersburg